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Advisor Upside

Fidelity’s $280B Contrafund Appoints First New PMs Since 1990

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Longtime manager Will Danoff hasn’t announced an exit, but two additional co-managers will handle a slice of the massive portfolio.

2 min read

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Advisor Upside

Schwab Says Farewell to Retiring CEO Walt Bettinger

Charles Scwhab’s next chief executive Rick Wurster looks to continue the legacy of current CEO Walt Bettinger.

1 min read
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Advisor Upside

Inside State Street and Apollo’s Private Market ETF

The asset managers are hoping to offer the first private asset ETF and open up alternative investments to the masses.

2 min read
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Advisor Upside

LPL Financial Terminates CEO Dan Arnold Over Alleged Misconduct

The $17 billion financial firm fired chief executive Dan Arnold for allegedly violating the company’s code of conduct.

1 min read

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Solid Wall Street Earnings Come with a Tariff Asterisk

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The latest earnings may not reflect recent market volatility ushered in by the Trump administration’s sweeping tariffs.

1 min read

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Advisor Upside

Vanguard Sets Sights on Active Fixed Income

Vanguard CEO Salim Ramji sees massive opportunities in active fixed income, and said it will play a larger role in retirement saving.

2 min read
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Advisor Upside

Creative Planning Sells Minority Stake to TPG

TPG acquired a minority stake in one of America’s largest independent wealth managers, which could put the advisor’s valuation at $15 billion.

1 min read
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Advisor Upside

Behind the SEC’s WhatsApp Crackdown

The SEC has dished out more than $3 billion in fines regarding off-channel communications, with another 11 firms getting dinged this week.

2 min read

Advisor Upside

Who Gets to Call Themselves ‘Advisor?’

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The North American Securities Administrators Association updated a rule that seeks to bar many broker-dealer reps from using the title.

2 min read

Advisor Upside

Advisors Sift Through Tariff Turmoil as Uncertainty Lingers

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Tariffs could be in effect for years to come and play havoc on portfolios in the coming months.

2 min read

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